STORMFIELD CAPITAL, LLC

Adviser information for STORMFIELD CAPITAL, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Connecticut, United States

Employees

Total Number of Employees 17
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5 $579.0M
Non-Discretionary 0 $0
Total 5 $579.0M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 5 $579.0M
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 20

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-118412
SEC ERA File Number 801-118412
SEC CIK Numbers 1687434
SEC CRD Numbers 285486
Legal Entity Identifier None

Principal Office

200 PEQUOT AVENUE
SOUTHPORT
CT
United States
Monday - Friday, 9-5
Tel: 203-628-4653, Fax: None

Chief Compliance Officer

TIMOTHY JACKSON
CO-MANAGING MEMBER
200 PEQUOT AVENUE
SOUTHPORT
CT
United States
Tel: 203-762-6095
(Full email address available in API data)

Industry Affiliates

STORMFIELD NORTH STAR FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
STORMFIELD OPPORTUNITY FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
STORMFIELD P FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles
STORMFIELD REAL ESTATE INCOME FUND GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JACKSON, TIMOTHY SCOTT Individual CO-MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 03/2016 < 5%
CARPENTER, WESLEY WILLIAM Individual CO-MANAGING MEMBER 03/2016 < 5%
ACER MANAGEMENT, LLC Domestic Entity MEMBER 12/2021 50-75%
MONTAIGNE, LTD. Domestic Entity MEMBER 12/2021 25-50%
JACKSON, TIMOTHY SCOTT Individual MONTAIGNE, LTD. OWNER 12/2021 > 75%
CARPENTER, WESLEY, WILLIAM Individual ACER MANAGEMENT, LLC OWNER 12/2021 > 75%

No. Employees, Historic

201002020202120222023202420254 on 3/10/20204 on 6/1/20205 on 6/10/20205 on 7/22/20206 on 2/25/20216 on 1/5/20226 on 1/14/20229 on 3/18/20229 on 12/21/202214 on 3/2/202317 on 3/6/2024

RAUM, Historic

600M300M02020202120222023202420250 on 3/10/20200 on 6/1/202075485210 on 6/10/202080085210 on 7/22/2020145571165 on 2/25/2021145571165 on 1/5/2022145571165 on 1/14/2022311316010 on 3/18/2022311316010 on 12/21/2022408812595 on 3/2/2023579036417 on 3/6/2024

No. Clients, Historic

10502020202120222023202420250 on 3/10/20200 on 6/1/20202 on 6/10/20202 on 7/22/20203 on 2/25/20213 on 1/5/20223 on 1/14/20225 on 3/18/20225 on 12/21/20225 on 3/2/20235 on 3/6/2024